Overview
Discover how the implementation of Salesforce, along with email and SMS automation and Conga Composer integration, streamlines lead management and document generation for a mortgage company.
What You Need To Know
CrossCountry Mortgage sought to migrate its business processes to Salesforce, implement email and SMS automation, and improve document generation.
Why It Matters
In the mortgage industry, efficient lead management, customer communication, and document processing are crucial for providing excellent service and growing the business.
What HIC Did
HIC Global Solutions helped CrossCountry Mortgage migrate to Salesforce, implement email and SMS automation, integrate Conga Composer for document generation, and develop KPI reports for team performance analysis.
Overview
Discover how the implementation of Salesforce, along with email and SMS automation and Conga Composer integration, streamlines lead management and document generation for a mortgage company.
What You Need To Know
CrossCountry Mortgage sought to migrate its business processes to Salesforce, implement email and SMS automation, and improve document generation.
Why It Matters
In the mortgage industry, efficient lead management, customer communication, and document processing are crucial for providing excellent service and growing the business.
What HIC Did
HIC Global Solutions helped CrossCountry Mortgage migrate to Salesforce, implement email and SMS automation, integrate Conga Composer for document generation, and develop KPI reports for team performance analysis.
About Company
Functioning out of Brecksville in the States, CrossCountry Mortgage is a two-decade-old mortgage company that started in 2003. Our client began this venture with a sole mission to provide customers with the best mortgage that suits their needs.
The client then became a nationwide full-service lender to help its customers with their mortgage needs, provide knowledge, and help them every step of the way to make their homeownership dreams come true.
Our client provides mortgage-based solutions into a wide umbrella of home purchase, refinance, and home equity products. CC Mortgage provides the best advice and benefits for financial needs with its straightforward, transparent mortgage process for buyers, sellers, and realtors.
About Company
Functioning out of Brecksville in the States, CrossCountry Mortgage is a two-decade-old mortgage company that started in 2003. Our client began this venture with a sole mission to provide customers with the best mortgage that suits their needs.
The client then became a nationwide full-service lender to help its customers with their mortgage needs, provide knowledge, and help them every step of the way to make their homeownership dreams come true.
Our client provides mortgage-based solutions into a wide umbrella of home purchase, refinance, and home equity products. CC Mortgage provides the best advice and benefits for financial needs with its straightforward, transparent mortgage process for buyers, sellers, and realtors.
Challenges Faced
With their ever-growing business, CC Mortgage wanted to migrate its business processes to Salesforce. This is why their team reached out to Salesforce experts at HIC Global Solutions.
Need for Salesforce Migration
The client wanted to migrate from Excel to Salesforce to handle all processes from one place.
Lack of Email and SMS Automation
CC Mortgage needed to automate email and SMS communication with clients to improve interaction.
Difficult Document Generation
The client found manual document generation burdensome and prone to errors.
Issues in Data Accessibility
Accessing customer details in Excel was becoming increasingly difficult as the business grew.
Challenges Faced
With their ever-growing business, CC Mortgage wanted to migrate its business processes to Salesforce. This is why their team reached out to Salesforce experts at HIC Global Solutions.
Need for Salesforce Migration
The client wanted to migrate from Excel to Salesforce to handle all processes from one place.
Lack of Email and SMS Automation
CC Mortgage needed to automate email and SMS communication with clients to improve interaction.
Difficult Document Generation
The client found manual document generation burdensome and prone to errors.
Issues in Data Accessibility
Accessing customer details in Excel was becoming increasingly difficult as the business grew.
Challenges Faced
With their ever-growing business, CC Mortgage wanted to migrate its business processes to Salesforce. This is why their team reached out to Salesforce experts at HIC Global Solutions.
They were facing issues with
- Need for Salesforce Migration
- Lack of Email and SMS Automation
- Difficult Document Generation
- Issues in Data Accessibility
The client wanted to migrate from Excel to Salesforce to handle all processes from one place.
CC Mortgage needed to automate email and SMS communication with clients to improve interaction.
The client found manual document generation burdensome and prone to errors.
Accessing customer details in Excel was becoming increasingly difficult as the business grew.
Solutions Offered
After carefully understanding the challenges of CC Mortgage, the Salesforce developers at HIC Global Solutions sat down for a brainstorming session. Together our different developers came up with some befitting solutions that would solve all challenges of our client.
Data Migration and Excel Integration with Salesforce
- Integrated the team’s database into Salesforce using profiles and sharing rules
- Used Data Loader to upload Excel data into Salesforce for better lead processing
Email and SMS Automation
- Implemented Workflow for email automation, triggering emails at defined timeframes
- Integrated SMS Magic for SMS automation, allowing easy sending of SMS based on customer lifecycle stage
Conga Salesforce interaction for Document Generation
- Implemented Conga Composer for digital document generation
- Used Conga Email Template to send generated documents to customers
Performance Analysis Report Creation
Created KPI (Key Performance Indicator) reports to analyze different teams’ performance based on specific time duration
Solutions Offered
After carefully understanding the challenges of CC Mortgage, the Salesforce developers at HIC Global Solutions sat down for a brainstorming session. Together our different developers came up with some befitting solutions that would solve all challenges of our client.
Data Migration and Excel Integration with Salesforce
- Integrated the team’s database into Salesforce using profiles and sharing rules
- Used Data Loader to upload Excel data into Salesforce for better lead processing
Email and SMS Automation
- Implemented Workflow for email automation, triggering emails at defined timeframes
- Integrated SMS Magic for SMS automation, allowing easy sending of SMS based on customer lifecycle stage
Conga Salesforce interaction for Document Generation
- Implemented Conga Composer for digital document generation
- Used Conga Email Template to send generated documents to customers
Performance Analysis Report Creation
Created KPI (Key Performance Indicator) reports to analyze different teams’ performance based on specific time duration
Solutions Offered
After carefully understanding the challenges of CC Mortgage, the Salesforce developers at HIC Global Solutions sat down for a brainstorming session. Together our different developers came up with some befitting solutions that would solve all challenges of our client.
The solutions which we offered to them
- Data Migration and Excel Integration with Salesforce
- Integrated the team’s database into Salesforce using profiles and sharing rules
- Used Data Loader to upload Excel data into Salesforce for better lead processing
- Email and SMS Automation
- Implemented Workflow for email automation, triggering emails at defined timeframes
- Integrated SMS Magic for SMS automation, allowing easy sending of SMS based on customer lifecycle stage
- Conga Salesforce interaction for Document Generation
- Implemented Conga Composer for digital document generation
- Used Conga Email Template to send generated documents to customers
- Performance Analysis Report Creation
Created KPI (Key Performance Indicator) reports to analyze different teams’ performance based on specific time duration
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